Corient Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
65,216
-9,421
| -13% | -$3.01M | 0.02% | 429 |
|
|
2025
Q1 | $25.8M | Sell |
74,637
-9,301
| -11% | -$3.21M | 0.04% | 346 |
|
|
2024
Q4 | $23.8M | Buy |
83,938
+10,167
| +14% | +$2.89M | 0.04% | 360 |
|
|
2024
Q3 | $20.8M | Sell |
73,771
-29,234
| -28% | -$8.23M | 0.03% | 399 |
|
|
2024
Q2 | $26.7M | Buy |
103,005
+30,339
| +42% | +$7.87M | 0.05% | 332 |
|
|
2024
Q1 | $18.2M | Buy |
72,666
+11,417
| +19% | +$2.85M | 0.03% | 414 |
|
|
2023
Q4 | $13.8M | Buy |
61,249
+9,701
| +19% | +$2.18M | 0.03% | 460 |
|
|
2023
Q3 | $11.8M | Buy |
51,548
+640
| +1% | +$146K | 0.03% | 447 |
|
|
2023
Q2 | $11.2M | Sell |
50,908
-1,787
| -3% | -$392K | 0.03% | 455 |
|
|
2023
Q1 | $10.1M | Buy |
52,695
+12,025
| +30% | +$2.3M | 0.03% | 433 |
|
|
2022
Q4 | $7.67M | Buy |
+40,670
| New | +$7.67M | 0.03% | 412 |
|